+254.6%
OVV vs ONTO
+390.5%
-135.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.1% | -11.7% | -3.7% |
| 7D | -16.7% | -14.0% | -2.6% | -13.6% |
| 30D | -1.5% | -43.1% | +41.6% | +13.7% |
| 3M | +1.6% | -35.5% | +37.1% | +10.2% |
| 6M | +2.0% | -41.1% | +43.1% | +8.8% |
| YTD | +56.8% | +9.8% | +47.0% | +29.0% |
| 1Y | +64.8% | +31.5% | +33.3% | +25.8% |
| 3Y | +38.3% | +45.2% | -6.9% | -18.2% |
| 5Y | +84.9% | +86.7% | -1.8% | -15.1% |
| All | +254.6% | +390.5% | -135.8% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling